Checklist Task activity

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read
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    Summary of Checklist Task activity

    The Checklist Task activity in ServiceNow allows agents to complete all items in a task checklist, enhancing workflow efficiency. To utilize this feature, users must first create a checklist and its corresponding template for the target task table.

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    Key Features

    • Roles and Availability: This activity is accessible to users with the admin, pdadmin, or pdauthor roles, enabling them to integrate it into playbooks.
    • Common Properties: Key properties include:
      • Label: Title displayed for the activity.
      • Description: Information displayed about the activity's usage.
      • Run Condition: Conditions that must be met for activity execution.
      • Start Rule: Defines when the activity begins based on the playbook's execution.
      • Start with Delay: Option to delay activity execution.
    • Inputs: Additional inputs can be configured for flexibility, including options for skipping activities and associating specific task records.

    Key Outcomes

    By implementing the Checklist Task activity, ServiceNow customers can streamline task management and improve accountability within workflows. This activity ensures that all checklist items are tracked and managed effectively, facilitating better process automation and enhancing user experience.

    Prompt an agent to complete all items in a task checklist.

    The key input for this activity is the Checklist Template field under the Inputs section. Before you can provide this input, you must:

    Roles and availability

    This activity is available as a common activity. Users with the admin, pd_admin, or pd_author role can add this activity to a playbook.

    Common properties

    These properties are common to all to activities in Playbooks.

    Open the activity properties panel and configure your activity to add values for the following inputs. If the input value varies, use the pill-picker to show where to get the value. To learn more about the pill-picker, see Dot-walking examples.
    Input Type Description
    Label String Title to display as activity and playbook card.
    Description String Information to display about activity usage or outcome.
    Run condition Condition Builder Conditions that must be met to run an activity or stage. You can use data from prior activities to build conditions.
    Note:
    Show additional options to see this field.
    Start Rule Choice Under Schedule > Start Rule, select a start rule for when your stage should start running:
    • When process starts: Your stage starts running as soon as the playbook starts.
    • After specific stages: Your stage starts running after specified stage(s) have finished running.
    Under Schedule > Start Rule, select a start rule for when your activity should start running:
    • When stage starts: Your activity starts running as soon as its stage starts running. Your stage starts running when your playbook is triggered.
    • After specific activities: Your activity starts running after specified activities have finished running.
    Start with delay True/False Option to wait for a duration of time before running an activity or stage. When enabled, this input displays the Start with delay input properties.
    Note:
    Show additional options to see this field.

    Inputs

    After configuring the required inputs for your activity, you can also choose to configure additional inputs. In the side panel, select Show additional options to display these advanced inputs. For more information, see Activity experience.
    Input Type Description
    Skip Assignment Group Reference.Group [sys_user_group] Group that is allowed to skip this activity when Can Skip is enabled.
    Note:
    If Can Skip is enabled, and you do not specify a Skip Assignment Groupor Skip Assigned To, all users will be able to skip this activity.
    Skip Assigned To Reference.User [sys_user] User that is allowed to skip this activity when Can Skip is enabled.
    Note:
    If Can Skip is enabled, and you do not specify a Skip Assignment Groupor Skip Assigned To, all users will be able to skip this activity.
    Checklist Template Reference.Checklist Template [checklist_template] Template for the checklist to create for each run. Before you can provide this input, you must:
    Task Reference.Task [task]

    Reference a record to associate with the checklist activity. The checklist is also displayed in the associated task record.

    Note:
    When a specific task record is associated with the checklist, the state of the checklist does not change if you run the playbook again. When you don't provide a specific task record, a new private task record is created for each run.

    Checklist in a task record
    Show SLA True/False Option to show SLA countdown details for the task.
    Note:
    Show additional options to see this field.
    Can Skip True/False Option to allow agents to skip the checklist and to continue through the playbook.

    Outputs

    These outputs can provide data to other activities in your playbook. You can access this data as activity inputs when you configure your activity:
    Output Type Description
    Checklist Task Reference.Task [task] Task record that updates when this activity completes.

    UI Layouts

    Set properties for how the activity renders during a playbook run.